Civic Intelligence

Olentangy Rotary Foundation C/O Joseph P Schaefer

990EZ • Fiscal year 2012 • EIN 20-1059985

Jul 01, 2011 to Jun 30, 2012 • Filed on Feb 14, 2013

Organization ProfileWWW.OLENTANGYROTARY.ORG
7965 N High StRoom/Suite 35043235-8446
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

19th percentile

-16%

Higher net margin than 19% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

33rd percentile

-7.2%

Faster asset growth than 33% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

11th percentile

-43%

Faster revenue growth than 11% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$57,260

Down $4,467 (-7.2%) from 2011

Net Assets

Down

$57,260

Down $4,467 (-7.2%) from 2011

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin19th percentile

Revenue

Down

$27,139

Down $20,500 (-43%) from 2011

Expenses

Down

$31,606

Down $4,257 (-12%) from 2011

Net Income

Down

-$4,467

Down $16,243 (-138%) from 2011

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80K$60K$40K$20K$0Assets 2010: $49,951Net Assets 2010: $49,9512010Assets 2011: $61,727Net Assets 2011: $61,7272011Assets 2012: $57,260Net Assets 2012: $57,2602012Assets 2013: $57,839Net Assets 2013: $57,8392013Assets 2014: $62,421Net Assets 2014: $62,4212014Assets 2015: $69,813Net Assets 2015: $69,8132015Assets 2016: $62,571Net Assets 2016: $62,5712016Assets 2017: $60,893Net Assets 2017: $60,8932017Assets 2018: $56,737Liabilities 2018: $11,510Net Assets 2018: $45,2272018Assets 2019: $26,984Net Assets 2019: $26,9842019Assets 2020: $30,750Net Assets 2020: $30,7502020Assets 2021: $28,619Net Assets 2021: $28,6192021Assets 2022: $32,701Net Assets 2022: $32,7012022Assets 2023: $31,154Net Assets 2023: $31,1542023Assets 2024: $28,219Net Assets 2024: $28,2192024Assets 2025: $37,871Net Assets 2025: $37,8712025

Highlighted filing

2012

Assets$57,260
Liabilities-
Net Assets$57,260
Open 2012 Filing

Operations Trend

Revenue Growth11th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60K$40K$20K$0-$20KRevenue 2010: $33,316Expenses 2010: $28,710Net Income 2010: $4,6062010Revenue 2011: $47,639Expenses 2011: $35,863Net Income 2011: $11,7762011Revenue 2012: $27,139Expenses 2012: $31,606Net Income 2012: -$4,4672012Revenue 2013: $23,674Expenses 2013: $23,095Net Income 2013: $5792013Revenue 2014: $29,286Expenses 2014: $24,704Net Income 2014: $4,5822014Revenue 2015: $21,828Expenses 2015: $14,436Net Income 2015: $7,3922015Revenue 2016: $13,329Expenses 2016: $20,571Net Income 2016: -$7,2422016Revenue 2017: $12,050Expenses 2017: $13,728Net Income 2017: -$1,6782017Revenue 2018: $10,561Expenses 2018: $26,227Net Income 2018: -$15,6662018Revenue 2019: $16,184Expenses 2019: $34,427Net Income 2019: -$18,2432019Revenue 2020: $20,727Expenses 2020: $16,961Net Income 2020: $3,7662020Revenue 2021: $9,553Expenses 2021: $11,684Net Income 2021: -$2,1312021Revenue 2022: $16,492Expenses 2022: $12,410Net Income 2022: $4,0822022Revenue 2023: $14,283Expenses 2023: $15,830Net Income 2023: -$1,5472023Revenue 2024: $10,545Expenses 2024: $13,480Net Income 2024: -$2,9352024Revenue 2025: $24,072Expenses 2025: $14,420Net Income 2025: $9,6522025

Highlighted filing

2012

Revenue$27,139
Expenses$31,606
Net Income-$4,467
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Feb 14, 2013
Return Version
2011v1.5
Mission and Program Overview

Mission

To provide support for local, national and international humanitarian programs and projects and relief efforts and to provide scholarship funds to college bound students.

Filing and Contact Details

Filer

EIN
20-1059985
Raw XML Appendix149 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
CompensationExplanation/Compensation/PersonName0JOHN JORDAN
CompensationExplanation/Compensation/PersonName1DANIEL WENG
CompensationExplanation/Compensation/PersonName2THOMAS KLEVEN
CompensationExplanation/Compensation/PersonName3STEVE USSERY
IRS990EZ/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/BOY061727
IRS990EZ/CashSavingsAndInvestments/EOY057260
IRS990EZ/ContributionsGiftsGrantsEtc027127
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngageInLobbyingActivities0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear0-4467
IRS990EZ/FiledScheduleA0true
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/GrossReceipts027139
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartIII0X
IRS990EZ/InvestmentIncome012
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY061727
IRS990EZ/NetAssetsOrFundBalancesBOY061727
IRS990EZ/NetAssetsOrFundBalances/EOY057260
IRS990EZ/NetAssetsOrFundBalancesEOY057260
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine106652 LETTERMAN DR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine11803 MIDDLEBURY WAY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine12251 HOPEWELL CT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine136674 LETTERMAN DR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City0POWELL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City1POWELL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City2POWELL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City3POWELL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State0OH
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State1OH
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State2OH
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State3OH
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode043035
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode143065
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode243065
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode343065
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition02.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition12.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition22.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition32.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0JOHN JORDAN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1DANIEL WENG
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2THOMAS KLEVEN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3STEVE USSERY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0TREASURER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2SECRETARY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3PRESIDENT
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherExpensesTotal031606
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0TO PROVIDE SUPPORT FOR LOCAL, NATIONAL AND INTERNATIONAL HUMANITARIAN PROGRAMS AND PROJECTS AND RELIEF EFFORTS AND TO PROVIDE SCHOLARSHIP FUNDS TO COLLEGE BOUND STUDENTS.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0PROVIDING SCHOLARSHIP FUNDS TO GRADUATING HIGH SCHOOL SENIORS AND COLLEGE FRESHMAN AS RECOMMENDED BY THE SCHOLARSHIP COMMITTEE
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom1SUPPORT OF NATIONAL AND INTERNATIONAL RELIEF PROJECTS AND CHARITIES
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom2CONTRIBUTIONS TO THE ROTARY INTERNATIONAL FOUNDATION TO PROVIDE FUNDS FOR RELIEF AND NATIONAL AND INTERNATIONAL HUMANITARIAN PROJECTS
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses03000
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses126965
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses21500
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/StatesWhereCopyOfReturnIsFiled0OH
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine106652 LETTERMAN DRIVE
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0POWELL
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0OH
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode043065
IRS990EZ/TheBooksAreInCareOf/NamePerson0JOHN JORDAN
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber07409199723
IRS990EZ/TotalAssets/BOY061727
IRS990EZ/TotalAssets/EOY057260
IRS990EZ/TotalExpenses031606
IRS990EZ/TotalProgramServiceExpenses031465
IRS990EZ/TotalRevenue027139
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0WWW.OLENTANGYROTARY.ORG
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYear027127
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus1Year047618
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus2Years032478
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus3Years034473
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus4Years036018
IRS990ScheduleA/GiftsGrantsContribReceived509/Total0177714
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYear012
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus1Year021
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus2Years0838
IRS990ScheduleA/GrossReceiptsFromAdmissions/Total0871
IRS990ScheduleA/InvestmentIncomePercentage00.00000
IRS990ScheduleA/PriorYearSupportPercentage00.99760
IRS990ScheduleA/PubliclySupportedOrg509a20X
IRS990ScheduleA/PublicSupportPercentage50901.00000
IRS990ScheduleA/PublicSupportTotal5090178585
IRS990ScheduleA/ThirtyThreePercntTestsCY5090X
IRS990ScheduleA/Total509/CurrentTaxYear027139
IRS990ScheduleA/Total509/CurrentTaxYearMinus1Year047639
IRS990ScheduleA/Total509/CurrentTaxYearMinus2Years033316
IRS990ScheduleA/Total509/CurrentTaxYearMinus3Years034473
IRS990ScheduleA/Total509/CurrentTaxYearMinus4Years036018
IRS990ScheduleA/Total509/Total0178585
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYear027139
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus1Year047639
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus2Years033316
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus3Years034473
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus4Years036018
IRS990ScheduleA/TotalSupportTotal/Total0178585
IRS990ScheduleO/GeneralExplanation/Explanation0EXPENSES COLLEGE SCHOLARSHIP FUNDS 3,000 PEOPLE IN NEED 1,000 EL SALVADOR EYE CARE PROJ 650 ROTARY INTERNATIONAL FOUN 1,500 WELLNESS CENTER 5,000 EL SALVADOR WATER PROJECT 17,288 OTHER LOCAL/NATL/INTL 3,027 FOUNDATION FEES 50 BANK SERVICE CHARGES 91 TOTAL 31,606
IRS990ScheduleO/GeneralExplanation/Explanation1TO PROVIDE SUPPORT FOR LOCAL, NATIONAL AND INTERNATIONAL HUMANITARIAN PROGRAMS AND PROJECTS AND RELIEF EFFORTS AND TO PROVIDE SCHOLARSHIP FUNDS TO COLLEGE BOUND STUDENTS.
IRS990ScheduleO/GeneralExplanation/Identifier0OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier1PRIMARY EXEMPT PURPOSE
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART III
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/Filer/EIN0201059985
ReturnHeader/Filer/Name/BusinessNameLine10OLENTANGY ROTARY FOUNDATION
ReturnHeader/Filer/Name/BusinessNameLine20C/O JOSEPH P SCHAEFER
ReturnHeader/Filer/NameControl0OLEN
ReturnHeader/Filer/Phone06148854900
ReturnHeader/Filer/USAddress/AddressLine107965 N HIGH ST
ReturnHeader/Filer/USAddress/AddressLine20ROOM/SUITE 350
ReturnHeader/Filer/USAddress/City0COLUMBUS
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode0432358446
ReturnHeader/Officer/DateSigned02013-02-14
ReturnHeader/Officer/Name0JOSEPH P SCHAEFER
ReturnHeader/Officer/Phone06148854900
ReturnHeader/Officer/Title0PAST TREASURER
ReturnHeader/Preparer/DatePrepared02013-02-14
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02011-07-01
ReturnHeader/TaxPeriodEndDate02012-06-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02013-02-14T19:19:47-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$57,260
Liabilities
-
Net assets
$57,260
Revenue
$27,139
Expenses
$31,606
Net income
-$4,467
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$37.9$37.9$24.1$14.4$9.65
2024Detailed filing. Detailed filing data is available for this year.$28.2$28.2$10.5$13.5$2.94
2023Detailed filing. Detailed filing data is available for this year.$31.2$31.2$14.3$15.8$1.55
2022Detailed filing. Detailed filing data is available for this year.$32.7$32.7$16.5$12.4$4.08
2021Detailed filing. Detailed filing data is available for this year.$28.6$28.6$9.55$11.7$2.13
2020Detailed filing. Detailed filing data is available for this year.$30.8$30.8$20.7$17.0$3.77
2019Detailed filing. Detailed filing data is available for this year.$27.0$27.0$16.2$34.4$18.2
2018Detailed filing. Detailed filing data is available for this year.$56.7$11.5$45.2$10.6$26.2$15.7
2017Detailed filing. Detailed filing data is available for this year.$60.9$60.9$12.1$13.7$1.68
2016Detailed filing. Detailed filing data is available for this year.$62.6$62.6$13.3$20.6$7.24
2015Detailed filing. Detailed filing data is available for this year.$69.8$69.8$21.8$14.4$7.39
2014Detailed filing. Detailed filing data is available for this year.$62.4$62.4$29.3$24.7$4.58
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$57.8$57.8$23.7$23.1$0.58
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$57.3$57.3$27.1$31.6$4.47
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$61.7$61.7$47.6$35.9$11.8
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$50.0$50.0$33.3$28.7$4.61